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Invesco Global Listed Private Equity ETF

91 hedge funds and large institutions have $138M invested in Invesco Global Listed Private Equity ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 18 closing their positions.

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
25
Reduced
23
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17.2M 268,943 +28,688 +12%
Morgan Stanley
2
Morgan Stanley
New York
$16.7M 261,125 -5,178 -2%
EWM
3
Endowment Wealth Management
Wisconsin
$12.2M 190,273 -8,711 -4%
LPL Financial
4
LPL Financial
California
$9.27M 144,728 -81,624 -36%
CCMG
5
Clark Capital Management Group
Pennsylvania
$8.49M 132,464 +132,464 New
NYLIM
6
New York Life Investment Management
New York
$7.88M 123,060 -2,197 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.19M 112,219 -140,283 -56%
AWA
8
Aletheian Wealth Advisors
Washington
$7.14M 111,486 +2,789 +3%
Wells Fargo
9
Wells Fargo
California
$6.9M 107,744 -17,174 -14%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.6M 56,254 -23,997 -30%
TFP
11
Traction Financial Partners
Wyoming
$3.07M 47,857 -6,027 -11%
AWM
12
Axxcess Wealth Management
California
$2.66M 41,531 +740 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.61M 40,790 +24,920 +157%
Jane Street
14
Jane Street
New York
$2.07M 32,370 +4,870 +18%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.91M 29,808 -538 -2%
Raymond James Financial
16
Raymond James Financial
Florida
$1.87M 29,237 -9,541 -25%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.56M 24,401 -363 -1%
NAM
18
NTV Asset Management
West Virginia
$1.55M 24,195 +290 +1%
Citadel Advisors
19
Citadel Advisors
Florida
$1.26M 19,642 +14,267 +265%
UBS Group
20
UBS Group
Switzerland
$1.1M 17,094 +2,089 +14%
NA
21
NewEdge Advisors
Louisiana
$1.09M 17,072 +1,156 +7%
LCWP
22
Legacy Capital Wealth Partners
Arkansas
$995K 15,525 -6,525 -30%
CG
23
Cynosure Group
Utah
$968K 15,109 +3,284 +28%
SWM
24
SeaCrest Wealth Management
New York
$896K 13,981 +3,241 +30%
LFASL
25
Lugano Financial Advisors SA (LFA)
Switzerland
$881K 13,752 -472 -3%